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McKesson

1,761 hedge funds and large institutions have $80.3B invested in McKesson in 2025 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 618 increasing their positions, 654 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+35
Holders Change %
+2.03%
% of All Funds
23.6%
Holding in Top 10
35
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-32.69%
% of All Funds
0.47%
New
174
Increased
618
Reduced
654
Closed
105
Calls
$808M
Puts
$638M
Net Calls
+$170M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Shares
Change %
KMWM
1501
Keudell/Morrison Wealth Management
Oregon
$218K -$2.2K -3 -1%
EWM
1502
Evermay Wealth Management
Virginia
$216K
KA
1503
Kovack Advisors
Florida
$216K +$216K +294 New
BO
1504
Bank OZK
Arkansas
$213K -$48.4K -66 -18%
DAS
1505
Diversify Advisory Services
Utah
$213K +$213K +323 New
IF
1506
Intrua Financial
Texas
$213K +$213K +290 New
NFG
1507
Nadler Financial Group
Illinois
$213K +$213K +290 New
DP
1508
DDD Partners
Washington
$213K +$213K +290 New
WDG
1509
Wealth Dimensions Group
Ohio
$213K +$213K +290 New
PCFFS
1510
Pacific Center for Financial Services
California
$210K
CYG
1511
Clean Yield Group
Vermont
$210K
KOMWMG
1512
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$210K +$210K +286 New
TWP
1513
Tempus Wealth Planning
California
$209K -$48.4K -66 -19%
WWC
1514
Waypoint Wealth Counsel
Georgia
$208K +$208K +284 New
SRWM
1515
Shira Ridge Wealth Management
California
$208K +$208K +284 New
DWA
1516
Dorsey Wright & Associates
California
$208K +$208K +283 New
CCG
1517
Coastwise Capital Group
California
$207K +$207K +282 New
BAM
1518
Berkshire Asset Management
Pennsylvania
$206K +$206K +281 New
SA
1519
Sovran Advisors
California
$206K +$206K +284 New
AC
1520
Allstate Corporation
Illinois
$205K -$3.33M -4,539 -94%
VCM
1521
Vivaldi Capital Management
Illinois
$205K +$205K +280 New
OIS
1522
OneAscent Investment Solutions
Alabama
$205K -$63.7K -87 -24%
CP
1523
Camelot Portfolios
Ohio
$205K -$87.8K -120 -30%
DWM
1524
Destination Wealth Management
California
$204K -$23.4K -32 -10%
GKIM
1525
GW&K Investment Management
Massachusetts
$203K +$7.33K +10 +4%